Patterson Companies Ownership | Who Owns Patterson Companies?
Patterson Companies Ownership Summary
Patterson Companies is owned by 48.38% institutional investors, 1.74% insiders, and 49.88% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.45% of PDCO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.65% of its assets in Patterson Companies shares.
PDCO Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Patterson Companies | 48.38% | 1.74% | 49.88% |
Sector | Healthcare Stocks | 57.43% | 9.41% | 33.16% |
Industry | Medical Distribution Stocks | 39.63% | 9.36% | 51.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 12.74M | 14.45% | $393.11M |
Blackrock | 12.88M | 13.85% | $310.67M |
Vanguard group | 9.41M | 10.67% | $290.39M |
Dimensional fund advisors lp | 3.53M | 4.01% | $109.06M |
State street | 3.23M | 3.47% | $77.85M |
American century companies | 2.71M | 3.08% | $83.66M |
Bank of america corp /de/ | 2.28M | 2.45% | $55.02M |
Morgan stanley | 2.21M | 2.38% | $53.42M |
Equity investment | 2.03M | 2.30% | $62.61M |
Geode capital management | 1.88M | 2.13% | $58.00M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Burren capital advisors | 53.77K | 9.89% | $1.66M |
Goodman financial | 565.88K | 3.73% | $17.46M |
Sasco capital inc / ct/ | 885.88K | 3.02% | $21.37M |
Glazer capital | 1.23M | 2.56% | $37.80M |
Profit investment management | 101.69K | 2.52% | $3.14M |
Clearalpha technologies lp | 83.78K | 1.77% | $2.59M |
Mork capital management | 84.98K | 1.73% | $2.62M |
Equity investment | 2.03M | 1.47% | $62.61M |
Private management group | 1.43M | 1.33% | $34.53M |
Nexpoint asset management | 334.72K | 1.16% | $10.33M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Glazer capital | 1.23M | 2.56% | 1.23M |
Private management group | 1.43M | 1.33% | 1.04M |
Bank of america corp /de/ | 2.28M | 0.00% | 605.65K |
Raymond james financial | 593.50K | 0.01% | 593.50K |
American century companies | 2.71M | 0.05% | 527.05K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Nordea investment management ab | 572.84K | 0.02% | -1.04M |
Brown advisory | 763.32K | 0.03% | -851.68K |
Blackrock | 12.88M | 0.01% | -720.19K |
Macquarie group | 961.27K | 0.03% | -699.15K |
River road asset management | 1.31M | 0.54% | -681.01K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Glazer capital | 1.23M | 2.56% | 1.23M | $37.80M |
Raymond james financial | 593.50K | 0.01% | 593.50K | $18.32M |
Tig advisors | 474.16K | 1.03% | 474.16K | $14.63M |
Woodline partners lp | 400.00K | 0.08% | 400.00K | $12.34M |
Aqr arbitrage | 398.17K | 0.27% | 398.17K | $12.29M |
Sold Out
Holder | Change |
---|---|
Transamerica financial advisors | -1.00 |
Financial gravity asset management | -2.00 |
Claris advisors, llc / mo / | -6.00 |
Parkside financial bank & trust | -8.00 |
Prestige wealth management group | -11.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 145 | -49.83% | 42,653,245 | -42.38% | 48 | 0.69% | 89 | -35.97% | 37 | -60.64% |
Sep 30, 2024 | 286 | -12.80% | 73,996,462 | -1.23% | 83 | 1.16% | 137 | -16.46% | 94 | -12.15% |
Jun 30, 2024 | 325 | 7.62% | 74,911,384 | -0.01% | 80 | 1.22% | 162 | 24.62% | 106 | -10.92% |
Mar 31, 2024 | 302 | -5.92% | 74,919,006 | -2.03% | 81 | 1.18% | 130 | -7.14% | 119 | -6.30% |
Dec 31, 2023 | 321 | 1.90% | 76,473,856 | 1.23% | 83 | 1.31% | 140 | 0.72% | 127 | 4.10% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 5.00M | 5.65% | 2.72K |
Vanguard Total Stock Mkt Idx Inv | 2.51M | 2.84% | 7.16K |
iShares Russell 2000 ETF | 2.06M | 2.33% | -40.22K |
Vanguard Small Cap Index | 2.02M | 2.29% | 3.59K |
Allspring Special Small Cap Value A | 1.38M | 1.56% | -458.80K |
Vanguard Small Cap Value Index Inv | 1.34M | 1.52% | -2.51K |
Avantis US Small Cap Value ETF | 1.20M | 1.35% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 1.19M | 1.35% | 299.00 |
Brown Advisory Small-Cap Fdmtl Val Inv | 935.74K | 1.06% | - |
Schwab Fundamental U.S. Small CompanyETF | 920.04K | 1.04% | 735.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 09, 2024 | Zurbay Donald | President & CEO | Sell | $45.28K |
Jul 16, 2024 | Zurbay Donald | President & CEO | Sell | $180.33K |
Jul 03, 2024 | Zurbay Donald | President & CEO | Sell | $139.32K |
Jul 03, 2024 | KORSH LES B | CLO & Corporate Secretary | Sell | $67.40K |
Jul 03, 2024 | BARRY KEVIN MICHAEL | CFO | Sell | $28.85K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 1 |
2024 Q3 | - | 5 |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | 4 |
PDCO Ownership FAQ
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